See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,430 | $81,625-68.8% | $58,482-56.5% | $139,434-81.8% |
| Participation rate | 62.5% | 61.3%+1.2pp | 50.9%+11.6pp | 80.3%-17.8pp |
| Annual return | 23.37% | 7404.20%-7380.8pp | 4239.32%-4215.9pp | 372.94%-349.6pp |
| Employer contribution / active EE | $1,558 | $1,398+11.4% | $1,053+47.9% | $4,751-67.2% |
| Participant deferral / active EE | $4,031 | $2,557+57.7% | $1,924+109.5% | $6,710-39.9% |
| Admin fee / account holder | $860 | $3,265-73.7% | $2,516-65.8% | $11,403-92.5% |